Importing Overview

Guide to Migrating Your Data from Another CRM

CSV Templates for Importing

Prepare Your CSV or Excel file: Companies

Prepare Your CSV or Excel file: People

Prepare Your CSV or Excel File: Deals

Import Your CSV or Excel File

Importing Activities

Troubleshooting Imports

Export data as CSV or PDF

Update by Import

Export Your Data From Another Application

Default Fields for Companies, People, and Deals

Undo an Import

Import vCard

Export vCard

How can I get exports to include the data I want?